Category: Performance

Stock and bond markets worldwide posted excellent returns in 2019 bolstered by strong December gains:  S&P 500 added 3.0% while the Dow Jones Industrial Average

U.S. stock indices posted a series of record highs during November and closed the next to last month of the year with their strongest monthly

Summary Dominated by 56 funds that take into account information about environmental, social and governance (ESG) issues when making investment decisions, 60 funds, including 55 sustainable

Market recovers in second half of month to post strong 2.17% return; foreign markets performed even better while sustainable fund indices lagged, matched or exceeded

Summary The growing universe of sustainable mutual funds and ETFs, up to 3,037 and $1.4 trillion in net assets at the end of October, posted

Performance of equities and bonds reversed positions in September as large cap equities posted a total return gain of 1.87% while investment-grade intermediate bonds ended

Summary The performance of equities and bonds reversed positions in September as large cap equities, tracked by the S&P 500 Index, posted a total return